Location:
New York, NY Employment Type:
Full-Time Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)
About This Posting This job description represents a sample
Portfolio Insights Analyst
position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio analysis, investment monitoring, and private markets research.
Actual openings may vary based on employer focus, including private equity, venture capital, hedge funds, or other alternative assets.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Portfolio Insights Analysts support investment teams and portfolio managers by analyzing fund and portfolio performance, identifying trends, and providing actionable insights to inform investment and business strategy. The role blends quantitative analysis, market research, and reporting to optimize portfolio outcomes and enhance strategic decision-making.
These roles often involve close collaboration with investment professionals, risk teams, and senior leadership to translate complex data into clear insights for internal and external stakeholders.
Key Responsibilities
Monitor portfolio performance, fund metrics, and asset allocation across investments
Conduct in-depth analysis of portfolio companies, funds, and market trends
Build and maintain analytical tools, dashboards, and reporting frameworks for portfolio insights
Support performance reporting, P&L analysis, and risk exposure monitoring
Prepare presentations, reports, and insights for investment committees, senior leadership, and investors
Identify opportunities, anomalies, and potential risks in portfolio holdings
Assist with ad-hoc analysis and strategic initiatives related to portfolio optimization and investor communications
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of portfolio management, investment performance metrics, and financial modeling
Advanced analytical and research skills with strong attention to detail
Proficiency in Excel; familiarity with Python, R, SQL, or data visualization tools (Tableau, Power BI) is a plus
Strong written and verbal communication skills for preparing insights, reports, and presentations
Ability to manage multiple projects in a fast-paced, dynamic environment
Interest in investment strategy, portfolio optimization, and market intelligence
About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to investment and portfolio teams
Interview preparation for portfolio analysis, market research, and quantitative assessments
To learn more or express interest in portfolio and investment insight roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr
New York, NY Employment Type:
Full-Time Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)
About This Posting This job description represents a sample
Portfolio Insights Analyst
position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio analysis, investment monitoring, and private markets research.
Actual openings may vary based on employer focus, including private equity, venture capital, hedge funds, or other alternative assets.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Portfolio Insights Analysts support investment teams and portfolio managers by analyzing fund and portfolio performance, identifying trends, and providing actionable insights to inform investment and business strategy. The role blends quantitative analysis, market research, and reporting to optimize portfolio outcomes and enhance strategic decision-making.
These roles often involve close collaboration with investment professionals, risk teams, and senior leadership to translate complex data into clear insights for internal and external stakeholders.
Key Responsibilities
Monitor portfolio performance, fund metrics, and asset allocation across investments
Conduct in-depth analysis of portfolio companies, funds, and market trends
Build and maintain analytical tools, dashboards, and reporting frameworks for portfolio insights
Support performance reporting, P&L analysis, and risk exposure monitoring
Prepare presentations, reports, and insights for investment committees, senior leadership, and investors
Identify opportunities, anomalies, and potential risks in portfolio holdings
Assist with ad-hoc analysis and strategic initiatives related to portfolio optimization and investor communications
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of portfolio management, investment performance metrics, and financial modeling
Advanced analytical and research skills with strong attention to detail
Proficiency in Excel; familiarity with Python, R, SQL, or data visualization tools (Tableau, Power BI) is a plus
Strong written and verbal communication skills for preparing insights, reports, and presentations
Ability to manage multiple projects in a fast-paced, dynamic environment
Interest in investment strategy, portfolio optimization, and market intelligence
About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to investment and portfolio teams
Interview preparation for portfolio analysis, market research, and quantitative assessments
To learn more or express interest in portfolio and investment insight roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr